Medical Properties Trust
284 hedge funds and large institutions have $2.51B invested in Medical Properties Trust in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 121 increasing their positions, 81 reducing their positions, and 31 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 81
33% more call options, than puts
Call options by funds: $3.58M | Put options by funds: $2.69M
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
16% more capital invested
Capital invested by funds: $2.17B → $2.51B (+$339M)
2.62% more ownership
Funds ownership: 79.42% → 82.04% (+2.6%)
3% less funds holding
Funds holding: 293 → 284 (-9)
16% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$51.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$16.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.9M |
| 4 |
OA
Oxbow Advisors
Austin,
Texas
|
+$11.3M |
| 5 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$26.4M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$9.51M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$8.35M |
| 4 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$4.46M |
| 5 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
-$4.22M |
MPT Hedge Fund Activity: Q1 2016 in Review
284 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2016, worth a combined $2.51B — up 16% from $2.17B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of MPT and 26 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 121 added.
The largest buyer was Fidelity Investments, adding an estimated $51.2M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $26.4M.
- 284 institutional investors held Medical Properties Trust (MPT) as of Q1 2016, down from 293 in Q4 2015.
- Funds reported $2.51B of Medical Properties Trust stock for Q1 2016, up 16% quarter-over-quarter.
- 26 funds opened new Medical Properties Trust positions in Q1 2016 and 31 closed out, a net change of -5 holders.
- The largest Medical Properties Trust buyer in Q1 2016 was Fidelity Investments, an estimated $51.2M added.
- The largest Medical Properties Trust seller in Q1 2016 was Lasalle Investment Management Securities, an estimated $26.4M sold.
Based on aggregated 13F filings for Q1 2016.